Promo Strategies – Leveraging DAFs

Virtual (Zoom)

The use of Donor Advised Funds (DAFs) as a means for individuals to make philanthropic gifts continues to rise. Between 2017 and 2018 there was a 55% increase in the number of DAF accounts. And DAFs accounted for 12.7% of overall philanthropy in 2018 compared with just 4.4% in 2010.

Tax Law Changes and the Impact on your Organization and Your Donors

Unnamed Venue Austin, TX

Frank will present a current state of our economy and tax laws. Frank will also advise on important information that development professionals need to know to help their donors make charitable gift decisions that will maximize benefits to the donor and to your charitable organization.

A Practical Look at Assessing Your Gift Planning Program

Virtual (Zoom)

Nonprofits requesting gifts of appreciated assets grow consistently and rapidly. With the Baby Boomer generation actively passing along their wealth, organizations have an estimated 10 years to institutionalize gift planning culture to maximize the peak of the wealth transfer.

This session explores how nonprofits can strategically evaluate, grow, and shift fundraising efforts from a typical cash-only model to one which actively pursues non-cash assets. The session will provide practical advice and guidance for organizations of all sizes and for professionals with varying levels of gift planning expertise.

Donor Stories in Planned Giving Marketing – To Use or Not to Use

Unnamed Venue Austin, TX

The planned giving industry assumes that donor stories are an effective way to inspire other donors and to increase engagement, including response, in marketing materials. But what is it about donor stories that inspires prospective donors to make gifts? Could certain donor stories have the opposite effect and decrease engagement and response?

Myths and Realities of Bequest Fundraising

Virtual (Zoom)

Estate gifts in the form of wills, trusts, and beneficiary designations (loosely referred to as “bequests”) are the foundation of post-death charitable gifts. 70% to 80% of all realized deferred gifts are in the form of bequests. The bequest is ubiquitous no matter the size of the charity, the charitable sector, or the sophistication of the planned giving program.

Integrated Gift Planning Marketing For This Generation

For many years ‘Planned Giving’ was an afterthought to everyday fundraising. Often relegated in the mind of many to the realm of estate gifts. Today, however financial world is evolving quickly and is impacting much of what we do in the philanthropic world. Positioning the message into every fundraising communication, we will consider the collaborative ways we can ways we can educate donors and resource our team so we can accept gifts of every asset from NFT’s to trees. Learn from an award winning planned giving marketer, how integrating the message of gift planning can change everything for your non-profit shop.

I Don’t Know Anything about You…Introducing Gift Planning into Conversations with Many

Description Most often charities, their staff and Board members have no idea how to introduce gift planning into a conversation with a prospect except the occasional suggestion of including the charity in a will. This session will address that need, using scripted sentences to introduce gift planning ideas and concepts to most individuals by talking…

Online Estate Planning: How Does It Work and How Can Your Non-Profit Use It? What Does This Mean For Estate Planning Lawyers and Financial Planners?

Truluck's North

Topic: Online Estate Planning: How Does It Work and How Can Your Non-Profit Use It? What Does This Mean For Estate Planning Lawyers and Financial Planners? Speakers Brantley Boyett - President of GivingDocs Inspired by the opportunity to improve access to estate planning through technology, Brantley co-founded Giving Docs in 2015 after a decade as…